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nutjob

nutjob
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  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Good points.
    HH price is at about $3.80 as of 23 July.
    I'm not sure where REXX sells at but the NY hub price was $2.71 on 23 Jul.

    Based on that data, I am guessing their upcoming earnings might not be as good as in Q1, hence the lower share price lately [?].
    Jul 27 01:24 AM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    Oil is up pre-market, but the overall markets are looking red. Should be interesting to see what REXX and others do today.
    Jul 17 09:13 AM | Likes Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share [View article]
    They did announce issuing of senior notes in the amount of $325 million at 6.25% on 14 July. Could have accelerated the slide.

    I do not own shares, but at a new 52-week low of $15.05 it looks tempting.
    Jul 15 09:55 AM | 1 Like Like |Link to Comment
  • Why Now Is The Time To Buy Ariad Pharmaceuticals [View article]
    FDA lifted its partial clinical hold on Iclusig, shares up 10% pre-market.
    Jun 2 07:44 AM | 1 Like Like |Link to Comment
  • Marin Software - A SaaS-y Company With A Penchant For Growth [View article]
    Maybe the Street has better ideas. Yeah this is LT value at under $10 a share, but when you can buy TSLA at 180 and a week later its at 215, that's 35 points gained in a very short time.

    Once the market corrects and these "mo-mo" names get sold off, sanity will return and that will be the time to look for LT growth picks such as MRIN. Until then, trade what you see and good luck.
    May 31 04:02 AM | Likes Like |Link to Comment
  • Why Now Is The Time To Buy Ariad Pharmaceuticals [View article]
    Market continues to press up against all-time highs; reaction to earnings overall has been erratic and in some cases overdone; TGT and RL as examples.

    ARIA has improved in past two quarters, posting better than expected but still losses; cash on hand was $183M; which as someone above pointed out, the cash burn rate is a concern going into 2015.

    Still, I like the NOV $7 calls for $80 bid/$90 asked; For roughly $850 I get to "control" 1000 shares up to mid-November which gives me two quarters of earnings reports with which to reach a judgment on it.
    May 24 03:44 AM | 1 Like Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    Had bought the Oct 45 call a week ago at 350 just to have a little skin in the game, sold into yesterday's strength--I do like this long-term (yet I don't mind being lucky short-term!).
    May 22 07:57 PM | Likes Like |Link to Comment
  • Consider Buying Rocket Fuel [View article]
    I own MRIN at $9 a share and their numbers keep getting better each quarter; it's smaller than FUEL but growing; I'd add to MRIN before I initiated a position in FUEL, and a near $72 high for a stock with negative earnings was a little ridiculous.
    May 11 12:39 AM | 2 Likes Like |Link to Comment
  • Bonanza Creek Reports In-Line Volumes, Bottom-Line Miss On One-Time Costs, Super Section Looking Good [View article]
    Nice work. I discussed this issue with someone, possibly Mr. Filloon back in early Feb and wound up buying a partial position at less than $39. Thing moved up so fast I was out with a quick profit at $48 and change. But now its back in a range where I will soon buy back in again.

    Normally I don't trade in and out much, more of a buy and holder, but I was smoked a couple of times by Forest Oil and needed to make some cash back somewhere else. Thanks for a good article.
    May 10 08:46 AM | 1 Like Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]
    Guess it was good to get out above $19, sold remaining shares at 19.15. Chance to get it back even lower now below $16 but I will just watch it for a while as it went down fairly hard past few sessions.
    May 9 04:24 AM | Likes Like |Link to Comment
  • This Company Is A Steal Under $9 And I'm Buying Again [View article]
    Well said, good argument; I wish you luck in your future endeavors.
    Apr 22 04:51 AM | Likes Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]
    Sold 1/3 at $19 on Thursday; bought at 16.25.
    Apr 18 11:24 PM | Likes Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]
    Up 5% yesterday on 2x average volume (1.6M shares); yes oil was up too but not that much (65 cents); also did not see much company headlines past few days. Makes me wonder if there is some insider/hedge fund trading going on [?].
    Mar 22 01:09 AM | Likes Like |Link to Comment
  • This Beaten-Down Offshore E&P Company Has 30%+ Upside Potential [View article]
    Dave, thanks. Yes, a fact of life, anyone who trades incurs losses here and there. If you meet someone who tells you they've never lost money on a trade, hoist the BS flag :)
    Mar 16 06:01 AM | Likes Like |Link to Comment
  • Diamond Offshore: This A-Rated, High-Yielding Driller Will Shine Again [View article]
    A lot of differing opinions and interesting discussion. If the industry is entering a cyclical decline, how will these large dividend payments hold up? In the case of DO, I see trailing EPS of $3.95 per share versus a total dividend payout of $3.50. That does not seem to provide much of a cushion.
    Mar 15 10:48 PM | Likes Like |Link to Comment
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274 Comments
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